North Capital Private Securities Corporation
Firm details
- Headquarters
- Midvale, Utah
- CRD number
- 154559
- Registered since
- January 24, 2011
- Website
- www.northcapital.com
Firm profile
FINTRXOverview
North Capital Private Securities Corporation is registered as a corporation and entered SEC registration in 2011. The dataset identifies the owner type as a domestic entity/individual and classifies the firm as unclassified. Several regulatory and operational flags are set to negative in the source: the firm is not listed as a capital allocator, not an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. The firm did not provide descriptive details about its business activities, advisory services, client base, or fee structure in the supplied data. That lack of disclosure limits what can be said about its service model or target clients beyond the structural and registration attributes recorded in the snapshot.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 10
Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134

Richard Sandulli
Co-ceoCRD 1555067

Donald Callahan
CFOCRD 1391439
Contacts
3 of 56Andrew Lipke
Director of InvestmentsCRD 5162728

Scott Sams
Institutional Business DevelopmentCRD 4465912

Jacob Maggy
Associate, Investor RelationsCRD 7188416
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Midvale, UT
Salt Lake
Location
Midvale, UT
Headquartered in Midvale, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 623 E Fort Union Blvd
- Time zone
- MT (UTC-7)
- Office locations
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